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Company information
Registered identity, official communication channels and professional service scope.
View company informationGovernance · Trust · Professional Conduct
Privacy, ethics and payment protection standards.
This page sets out the client protection standards applied by Taxorithm Advisory in relation to personal information, professional conduct, confidential engagements, payment requests, invoice verification and official client communication.
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Client governance information in one place.
Review the firm’s registered identity, privacy notice, ethical standards, payment request procedure, invoice verification process and anti-fraud guidance.
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Privacy notice
How client information is collected, used, protected, retained and disclosed.
View privacy notice03
Code of ethics
Integrity, objectivity, confidentiality, competence and professional behaviour standards.
View ethics standards04
Payment protection
Invoice requests, proof of payment, payment verification and anti-fraud safeguards.
View payment guidanceCompany information
Registered identity and official communication.
The public-facing trading name is Taxorithm Advisory. The registered legal entity responsible for engagements, billing, client communication and governance administration is Taxorithm Advisory (Private) Limited.
Registered name
Taxorithm Advisory (Private) Limited
Entity number
108855A0552026
Governing statute
Companies and Other Business Entities Act [Chapter 24:31]
Official website
www.taxorithm.us
Official communication
Client communication should be made through official Taxorithm Advisory email addresses, website contact forms, telephone, WhatsApp or written engagement correspondence.
Service scope summary
Services include tax advisory, accounting, financial and strategic advisory, company registration, internal controls, audit support, forensic accounting, business consultancy, software development, data analytics, digital systems, business intelligence and related professional services.
Client responsibility
Clients are responsible for providing accurate, complete and timely information, including records, deadlines, registration details, tax correspondence, accounting records and other relevant documents needed to perform the engagement.
Privacy notice
How client information is collected, used and protected.
Taxorithm Advisory may process client information for professional engagement purposes, regulatory compliance, communication, billing, advisory delivery, audit support, forensic review, tax assistance and technology-related services.
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Information we may collect
Client names, contact details, addresses, business registration information, tax records, accounting records, payroll records, financial documents, compliance records and documents required for engagement acceptance.
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Purpose of processing
Information is used to respond to enquiries, prepare proposals, deliver services, prepare invoices, maintain client records and meet legal, regulatory, ethical and professional obligations.
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Confidentiality and access
Client information is treated as confidential and access is restricted to authorised persons who need the information for service delivery, quality control, billing, risk management or legal compliance.
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Disclosure of information
Information is not sold. It may be disclosed where authorised by the client, required by law, required by competent authority, or necessary for secure professional service delivery.
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Data security
Reasonable administrative, technical and organisational safeguards are applied to protect information against unauthorised access, misuse, alteration, loss or disclosure.
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Retention of records
Records are retained for as long as necessary for engagement delivery, tax, accounting, audit, legal, regulatory, dispute resolution, professional liability and business administration purposes.
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Client corrections
Clients may request correction of inaccurate information, clarification of information use, access to relevant records or withdrawal from non-essential communication, subject to applicable limits.
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Website forms and email
Clients should not submit card numbers, banking PINs, mobile money PINs, online banking passwords, one-time passwords or unnecessary sensitive credentials through public website forms.
Code of ethics
Professional standards that guide our work.
Taxorithm Advisory applies professional conduct principles designed to protect clients, preserve trust and support ethical judgement across tax, advisory, accounting, internal audit, forensic and technology engagements.
Integrity
We act honestly, fairly and transparently, and we do not knowingly participate in misleading, fraudulent or unlawful arrangements.
Objectivity
We exercise professional judgement without bias, undue influence, intimidation, conflicts of interest or improper pressure from any party.
Professional competence
We accept engagements only where we can apply the required competence, supervision, care and technical discipline.
Confidentiality
We protect sensitive client information and use it only for authorised professional, legal, regulatory or engagement-related purposes.
Professional behaviour
We comply with applicable laws and avoid conduct that may discredit the firm, the client, professional bodies or the public interest.
Conflicts and independence
Where independence or objectivity may be affected, we identify threats, evaluate safeguards and decline or withdraw where appropriate.
Anti-bribery and anti-corruption
We do not offer, request, receive or facilitate bribes, kickbacks, secret commissions or improper advantages.
Responsible tax conduct
We support lawful tax planning and compliance, but we do not assist with tax evasion, false declarations or deliberate concealment.
Forensic integrity
Forensic work is performed with evidence discipline, confidentiality, procedural fairness and clear reporting of findings and limitations.
Payment requests
Invoice verification and payment request procedures.
Clients may request a quotation, pro forma invoice or formal invoice before payment. The request should clearly state the service required, client name, company name, contact details, billing details and supporting documentation.
Invoice requests
accounts@taxorithm.us
Proof of payment
accounts@taxorithm.us
Payment queries
accounts@taxorithm.us
Requesting an invoice or quotation
Include the client name, company name, service required, billing details, contact details, expected deadline and any supporting documents relevant to the request.
Submitting proof of payment
Include the invoice number, amount paid, payment date, payment reference, client name and service description. Attach the proof of payment where applicable.
Payment safety notice
Payments should only be made after receiving official written payment instructions from an authorised Taxorithm Advisory email address. Suspicious payment instructions must be verified through accounts@taxorithm.us before payment is made.
Anti-fraud notice
Protecting clients against payment fraud and impersonation.
Clients should verify any unusual payment instruction, urgent payment pressure, amended banking details or suspicious communication before transferring funds.
Safe
We will not request private banking credentials
Taxorithm Advisory will not ask clients to provide card PINs, online banking passwords, one-time passwords, full card details or mobile money PINs.
Check
Verify changed payment instructions
If you receive changed banking details or urgent payment pressure, verify directly through accounts@taxorithm.us before making payment.
Protect
Use official contact channels
Use official Taxorithm Advisory email addresses, website contact channels, the listed landline and verified WhatsApp number for sensitive matters.
Report
Report suspicious communication
Forward suspicious payment requests, impersonation attempts or fraudulent instructions to info@taxorithm.us and accounts@taxorithm.us for verification.
Billing terms
Professional payment terms for client engagements.
These terms apply subject to the engagement letter, quotation, invoice, written instructions and agreed scope of work.
Scope
Engagement approval
Services commence after the scope, responsibilities, fees, timelines and payment terms are agreed in writing. A deposit or retainer may be required before work begins.
Due
Invoice due dates
Invoice due dates are stated on the invoice, quotation or engagement letter. Where no date is stated, payment is expected within a reasonable period after invoice issue.
Extra
Scope changes
Additional work outside the agreed scope may require a revised quotation, supplementary invoice or written approval before further work proceeds.
Query
Disputed invoices
Invoice queries should be raised promptly through accounts@taxorithm.us, stating the invoice number, amount, reason for dispute and supporting details.
Need policy, invoice or payment support?
Use official Taxorithm Advisory contact channels for billing communication, payment confirmation, governance enquiries and client support requests.